Employed IFA circa.£45,000-£60,000 Kingston upon Thames I am currently looking to recruit for a Financial Planning position with the Financial Planning arm to a regional accountancy practice. This is a highly exciting opportunity to join one of the South's leading accountancy groups growing Financial...

A leading national, independently operated Insurance Broker and Wealth Management organisation based in Surrey are now seeking an experienced ambitious, motivated professional Individual who will rise to the opportunity that this exciting role will present, whether your ambition lies in developing a...

You will be a proven industry professional with a successful sales and business development track record, be qualified to at least Level 4 and have held CAS in the last 2 years. You will be proficient in providing the full range of holistic financial planning in a forward thinking environment and advise...

A Financial Planning Practice are seeking a Chartered Financial Planner to join their Guildford office: The ideal candidate will have experience of working as an IFA and hold 5 years relevant industry experience. An established HNW client bank is on offer - this is made up of approximately 100 clients...

Senior Retirement Adviser Central/Eastern Surrey £40,000 to £45,000 plus bonus plus benefits My client is a successful and well-established, specialist provider of 'at retirement’ planning. They are committed to providing a high quality service to their clients as well as being committed to creating...

This national, highly regarded practice specialises in the provision of equity release advice and has continued to prosper despite difficult market conditions. Ahead of an extensive South East based advertising campaign, they are currently seeking to recruit additional equity release advisers in the...

This national, highly regarded practice specialises in the provision of equity release advice and has continued to prosper despite difficult market conditions. Ahead of an extensive South East based advertising campaign, they are currently seeking to recruit additional equity release advisers in the...

This national, highly regarded practice specialises in the provision of equity release advice and has continued to prosper despite difficult market conditions. Ahead of an extensive South East based advertising campaign, they are currently seeking to recruit additional equity release advisers in the...

A fantastic opportunity has arisen for a Senior Financial Planner with a highly respected IFA Wealth Manager based near Guildford; all HNW and UHNW clients are provided £50,000 to £75,000 plus bonus and benefits depending on experience and qualifications General Financial planning including personal...

IFA North Surrey Salary of £40,000-£50,000 + pension and bonus My client is an established and financially sound directly regulated practice with 6 RI’s and support. The company is keen to recruit an additional experienced IFA on a salaried basis to provide independent advice to new and existing...

Exchange Street is working closely with an award winning independent financial planning organisation as they look to recruit an experienced consultant to take over an existing client base across the RG and GU postcode areas. Primarily working with medical professionals, this is a fantastic opportunity...

Our client seeks an employed Financial Consultant to offer Full holistic financial advice/strategic financial planning to their clients. What our client is about:- Employed role -negotiable basic They offer a portfolio of existing clients. 90% of existing business comes from the loyal client...

A fantastic career opportunity has arose with a leading Wealth Manager for a Senior HNW Independent Financial Advisor to manage an existing client bank and provide a first class consultative service; this is truly a premium position Principal Activities General Financial planning including personal...

Our client is a regulated firm of Financial Advisers. Due to growth, they are seeking a regulated financial adviser to join them. You will need to be Level 4 Diploma (CII DipPFS preferred) as well as being technically strong in pensions, investments and personal taxation. You will need to be comfortable...

A Financial Services practice that provide workplace financial advice have an excellent opportunity for a Financial Consultant. The successful candidate will be Diploma status or studying towards this. Although you will be based in Guildford, a lot of time will be spent with clients in the London...

An IFA practice in Surrey has an excellent opportunity for a Financial Adviser to join the team of professionals. The successful candidate will join an organisation that are committed to delivering quality financial advice. As an Adviser, you will benefit from a proactive support team, leaving you...

£26k basic + car allowance + £55k OTE - £80k for top advisors Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity...

£26k basic + car allowance + £55k OTE - £80k for top advisors Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity...

Our client is a successful and established Accountancy firm with a medium sized IFA business within They are currently looking for an employed IFA to join their team This is an employed role with a Large client base You will be contacting your clients dealing with Financial Reviews Great business...

Do you want to get into a growing market in Financial Advice? My client is an award winning growing IFA who is looking to take on a new adviser in their Kent office. They have a Clinical negligence and PI department which is going from strength to strength and they require an experienced and qulaified...

Exchange Street is currently working with an established award winning financial planning practice in Surrey with a reputation for providing bespoke financial planning solutions with a 'new model’ approach. In preparation for the retirement of one of the teams senior advisers they are currently looking...

Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA’s) to manage an existing client bank of both Corporate and HNW clients. The candidate should be an experienced IFA used to dealing with a range of HNW / Corporate clients. We...